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2016 EDGE Experience


01 - Value-Added Financial Planning Services


Aug 4, 2016 6:40am ‐ Aug 4, 2016 7:30am

Description

Simple cause and effect: implement a personal financial planning (PFP) practice in a CPA firm to see a positive impact for your clients and your firm’s bottom line. Services like income tax planning, estate/wealth transfer planning, retirement, planning, investment planning/management and cash-flow planning are among the top PFP services with the greatest impact on a firm’s revenue stream. Plus, there’s little delayed gratification — an astounding 79% of firms were profitable in their first year of providing PFP services. Join this session to learn how the CPA profession has naturally evolved to include PFP, economic benefits and implementation resources, business opportunities and the career path to becoming a CPA financial planner.

Speaker(s):

  • Mark F. Astrinos, CPA, PFS, CFP, RLP, Principal & Founder, Libra Wealth
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC

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